Scale

FNZ partners with major financial institutions to enable them to provide multi-channel wealth management services to their clients across direct, intermediated and workplace channels.

Scale and Functionality

We provide an end-to-end outsourced service spanning the digital user experience, front-office client, account and portfolio management, through to back-office trade execution, settlement and investment administration.

Appropriate solutions are enabled for all client demographics from ultra-high net worth to mass market. We enable seamless investment in a full range of asset and liability classes spanning many markets, currencies and jurisdictions on an execution-only, guided or full financial advice basis.

REDUCING COSTS

The scale of our operations generates significant economies that, in turn, drive down the cost to serve for our customers and their clients. In simple terms, our strategy is to offer a low-cost, high-quality alternative to having to constantly invest in reinventing your own wealth management infrastructure.

We help our customers to:

Reduce costs and complexity in their wealth management operations through outsourcing to a large scale highly automated service provider;

Enhance engagement, deepen relationships and strongly differentiate their proposition to their investor and intermediary clients; and